In the following ~3-minute video, Senior Analyst Darius Dale walks through the key takeaways from our revised macro strategy, which we detail in a new 50-page slide deck jam-packed with thoughtful analysis and non-consensus conclusions.
CLICK HERE to download the associated presentation.
CLICK HERE to view the aforementioned summary video. The investment conclusions are detailed below:
As always, please feel free to ping us with any follow-up questions.
All the best,
Associate: Macro Team